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is one stock to avoid. thank you for joining us. steven, let me kick this off with you. you say price increases are going to continue and we'll see even more in 2013. who has been the hardest hit and where do you want to avoid? >> where we see the hardest hit is companies that have higher exposure to some of the land-based proteins. primarily in beef and pork. less effeaffected are names wit higher exposure to seafood and coffee. one name to avoid, as you mentioned, bob evans, has about 33% of its total food costs in sows, the heavy pigs that are used for some of the pork products. that's not priced -- not on a contract basis. that's one reason we would hold off on this stock right now. >> why do i want to be avoiding those companies that are raising prices? wouldn't that be a positive? i know thatmers ultimately gets hit but if they're raising prices, what does that do for margins? >> margins can be helped by raising prices. the question is, how much of these items can be entered into contracts? that's why we like some of the companies that have bigger supply chains, like darden and
for the market. we're talking right now with our market strategist. in a moment, steven wood of russell investments will join me. ralph, i want to kick this off with you. for a while you have been very, very bullish on this market. you it would me this market will climb a wall of worry. you have been right for a long time on this prediction. anything about today's trading and these earnings that we're seeing change your mind on this? >> not at all. maria, we've been doing literally sideways for the last four weeks. right now, being very, very technical, the market sitting on the low end of that range at 13,325. i suspect we'll break it down. so we drop another 5% or so. i think this is a golden buying opportunity if you're long-term. i want to own the exons. i want to own the ges. i want to own the travelers. this is a great buying opportunity. i've been tweeting people saying if you're a trader, you have to be defensive. >> given the fact the fundamentals are in the all that great, i mean, how do you justify buying stocks when you see revenue growth where it is? >> well, yes, i think m
break down what to expect tomorrow. steven from emp funds is with me, andrew keen from keen on the market and krifchristopher from wells fargo advisers. thanks for joining us. >> great having us on. >> steven, let's kick it off with you. wa are you expecting tomorrow when trading resumes after this two-day shutdown? >> we do expect relatively low volume. really due to personnel having quite difficulty in the east just getting to work and getting through all the mess. but we don't expect significant impact because the -- the catalyst to what we've gone through in this superstorm sandy really doesn't have a lot to do with our long-term outlook or the view of the markets. so we don't really expect an impact. for us it's just like any other day. but we do expect some volume relating to many strategies that have rebalancing. one thing we need to consider, we have had good reports with the schiller home price index increasing 2% since august which is the best we've seen in two years. >> right. >> we expect everything to go back to normal come tomorrow. >> all right. we have 30 sec
tomorrow morning. we get right to it right now. ubs, steven nicholas, and good to have you on the program, everybody. let's kick it off with you, what are you looking at tomorrow? 30 seconds on the clock. >> well, if you're watching emerging markets, look out for brazil industrial production tomorrow morning at 8:00 a.m. probably mark the 12th straight month of contracting ip, going back to last september. this probably is most importantly for growth but also let's keep in mind policies. in short, we think you're probably going to need a very strong rebound in industrial activity for brazil if it abandons the easy monetary policy or the currency war effort. >> all right. thank you so much. and kevin, you're up, 30 seconds on the clock. what do you want to look at when that opening bell sounds? >> well, the leader has been the u.s. consumer. you have to watch auto sales here in the united states. we're expecting a number of something like 14.4, 14.5 million units at an analyzed rate. we're also going to get data out of china in terms of services data. and i think ultimately the data that's
demand is going to come from. >> all right. steven, one thing we are expecting from these quarterly numbers is a contraction in earnings. they are expected to be negative for the third quarter. i expect it to bounce back in the fourth quarter. wrote are you expecting any big blowups? we saw norfolk southern, caterpillar, these large multinationals that are disappointing. what's on the horizon? >> we are zfdefinitely in a maturing earnings cycle. i think earnings will come in line with expectations that have been reduced dramatically. i think more importantly than the earnings may well be the top line revenue. so analysts are going to get out a microscope, be looking at revenues to see what's happening there. this is going to be a challenging environment. mandy, great point. china's deceleration is very important. it's very real. you're seeing that in commodity complex. i think that revenue line is going to be very, very important. that's probably going to come in soft. >> all right. we'll leave it there. thanks, everybody. appreciate your time tonight. we'll keep watching this marke
. >> steven, you got 30 seconds. >> thank you. we will most likely expect low volatility you continue low volume in the u.s. stock market but we are expecting with earnings season beginning tomorrow, excluding alcoa, could accept lower earnings expectations, which is the worst postrecovery we have seen in a recession in a long time. we need to recommend cautious optimism. >> all right. chad, over to you. >> two things for tomorrow, alcoa, reporting after the close, expect about a 13% decline in revenues as well as the nfib small business survey is going to come out. that is going to be a little bit bettha
for your portfolio going forward? hello, gentlemen. nice to see you here. steven, what does it mean next week? we get piles of earnings. we seem to think that would be what dominates the markets. should we also be worried about chinese gdp? >> i would be more focused on the earnings. they're slowing down. they're not giving the market a big drive. i'm afraid, you know, we have a lot of different reports and readings. the real big drivers are europe and the u.s. elections. in terms of the big moves, we still have a ways to wait. the last big moves were the ecb and the federal reserve. the market ran up on those. that was great news for the market. there's no big bullish driver force right now. that's why we're getting this tentative move. a great chart you showed earlier where it fades. nobody wants to benegative, but they're cautious. >> they are right now. mark, what was the benchmark you're waiting for next week here? >> we have a couple data points i'm looking at. that's reports from the empire and philly fed service manufacturing to see if they corroborate the ism reading we had a we
. the last message that chris stevens sent back before he was killed was he wanted better security at the consulate in benghazi. british embassy had been closed. there were two attacks. i think it's a disaster in the making for the president because like most of these things, the act itself is bad enough but the coverup is always worse. >> senator, do us a favor. connect the dots for us. the average guy and gal out there are concerned about jobs. they're concerned about domestic economy. i know that tonight's theme of the final presidential debate is about foreign policy. connect the dots. how do you get to the economy and resonate with people based on tonight's happenings? >> first of all of course a strong economy allows us to have a strong national defense. our former chairman of the giant chiefs of staff said our greatest vulnerability national security-wise was a weak economy. trade has to come in here some place. a lot of americans don't understand the importance of trade. it is really vital. the only three trade agreements in the last four years had already been negotiated b
to be two basic businesses there. online and retail. online will be overseen by steven gillette and mr. score gets bumped up to head the retail channel. comparable store sales are going to be down between 5.3% and 2.3% when they produce their earnings about a month from now. the company is look at profits that are probably going to be 100 basis points lower than they were this time a year ago. thompson has their estimates at 36 cents for the quarter. >> all right. big move in that stock in the extended hours. thanks very much. "fast money" begins in a few minutes. simon hobbs is here with a preview. >> maria, on "fast money" at 5:00, we'll be taking positions ahead of apple and amazon reporting tomorrow. steve forbes will be here at the nasdaq to explain why a romney victory will be good for the markets. we'll be raining on the cloud. the latest from f-5 networks, poor results there. and the ceo of toys r us will be here to give us that warm holiday trading. we'll be live on "fast money." >> all right, simon. we'll be there. another batch of key economic reports d reports due out tomor
Search Results 0 to 8 of about 9

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